See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,756 | $81,900-86.9% | $119,609-91.0% | $68,494-84.3% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | -16.20% | -23.82%+7.6pp | -14.97%-1.2pp | -7.84%-8.4pp |
| Employer contribution / active EE | $1,180 | $2,693-56.2% | $4,232-72.1% | $2,596-54.5% |
| Participant deferral / active EE | $1,278 | $4,148-69.2% | $5,602-77.2% | $4,027-68.3% |
| Admin fee / account holder | $319 | $6,582-95.2% | $10,323-96.9% | $5,403-94.1% |